AdvisorEngine CRM
7.3#4 in financial advisor softwareFrom $69 a monthAndroidiOSWebAPI
VisitAdvisorEngine CRM vs Voyant
What both publish
| Fact | AdvisorEngine CRM | Voyant |
|---|---|---|
| Headquarters | New York, NY and Raleigh, NC, United States | Austin, Texas, USA |
| Integrations | The integrations directory lists vendors including Advent, Albridge, AWS, Black Diamond, Charles Schwab, Constant Contact, DocuSign, Envestnet, Fidelity, Laserfiche, Morningstar, Orion, Pershing, Riskalyze, SEI, Tamarac and VoicePro. | Voyant says its API integrations and data aggregations support workflows from prospecting through advanced planning and reporting, and that it can integrate with any solution subject to demand, partner cooperation, and technical fit. |
| Security | AdvisorEngine says CRM session traffic is encrypted with SSL and its hosting facilities are audited and certified at the SSAE 16 Type II SOC 1 level. | Voyant's security policy says production data is encrypted at rest with AES256 and traffic is encrypted in transit using TLS 1.2, AES256, and SHA2 signatures as supported by clients. |
AdvisorEngine CRM plans
- AdvisorEngine CRM$69 a month
Voyant plans
- Vault$3 a month
- AdviserGo — Auxiliary Users$50 a month
- White Labeling — service charge$60 a month
- ClientGo — additional bundles$75 a month
- ClientGo — 1st bundle$100 a month
- AdviserGo — Advisers$150 a month
Pick AdvisorEngine CRM if…
It is aimed at financial advisors, RIAs, and wealth management firms that need client workflow and activity tracking. The listed minimum is three users.
Pick Voyant if…
Voyant suits financial advisers and firms managing complex client plans across tax, investments, insurance, goals, and wealth transfer. ClientGo and Vault also suit practices that need controlled client collaboration and document sharing.